Kestra Investment Management, LLC Purchases in Q4 2024

Kestra Investment Management, LLC

  • $2.54 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HIGH
Simplify Exchange Traded Fds E
1.63K
New
N/A
1.63K $37.4M
FNF
Fidelity National Financial, Inc.

Financial Services
666
New
$55.19 - $63.83 $36.8K - $42.5K
666 $37.4M
PHO
Invesco Exchange Traded Fd Tr

ETFs
565
New
$65.79 - $72.14 $37.2K - $40.8K
565 $37.2M
DEO
Diageo PLC

Consumer Defensive
284
New
$118.0 - $139.88 $33.5K - $39.7K
284 $36.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
888
New
$40.06 - $45.21 $35.6K - $40.1K
888 $36.1M
IDEV
Ishares Core Msci Intl Develop

ETFs
554
New
$64.18 - $70.42 $35.6K - $39K
554 $35.7M
VFH
Vanguard Financial ETF

ETFs
299
New
$108.87 - $126.2 $32.6K - $37.7K
299 $35.3M
MLM
Martin Marietta Materials Inc

Basic Materials
67
New
$516.5 - $619.58 $34.6K - $41.5K
67 $34.8M
AEP
American Electric Power CO Inc

Utilities
377
New
$90.91 - $102.21 $34.3K - $38.5K
377 $34.7M
IYF
Ishares Tr

ETFs
310
New
$102.7 - $119.05 $31.8K - $36.9K
310 $34.3M
VCR
Vanguard Consumer Discretionar

ETFs
91
New
$328.51 - $401.37 $29.9K - $36.5K
91 $34.2M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
1.23K
New
$25.57 - $30.9 $31.5K - $38.1K
1.23K $33.9M
IGV
Ishares Expanded Tech Software

ETFs
338
New
$87.5 - $110.17 $29.6K - $37.2K
338 $33.8M
URI
United Rentals, Inc.

Industrials
48
New
$704.44 - $880.32 $33.8K - $42.3K
48 $33.8M
AAXJ
Ishares Msci All Country Asia

ETFs
463
New
$72.15 - $82.16 $33.4K - $38K
463 $33.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.28K
New
$26.16 - $28.82 $33.4K - $36.7K
1.28K $33.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
592
New
$53.94 - $58.15 $31.9K - $34.4K
592 $33.4M
VICI
Vici Properties Inc.

Real Estate
1.14K
New
$28.27 - $33.19 $32.3K - $37.9K
1.14K $33.4M
Canadian Pacific Kansas City
459
New
N/A
459 $33.2M
NDAQ
Nasdaq, Inc.

Financial Services
426
New
$70.87 - $83.05 $30.2K - $35.4K
426 $33M
IBUY
Amplify ETF Tr Amplify Online

ETFs
503
New
$59.83 - $69.71 $30.1K - $35.1K
503 $32.5M
VRSK
Verisk Analytics, Inc.

Industrials
117
New
$262.86 - $294.75 $30.8K - $34.5K
117 $32.3M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
257
New
$101.51 - $140.63 $26.1K - $36.1K
257 $32.3M
MLI
Mueller Industries Inc

Industrials
218
+ 7.71%
$71.2 - $95.34 $15.5K - $20.8K
3.05K $242M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
27
New
$1146.59 - $1270.6 $31K - $34.3K
27 $32M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
83
New
$260.53 - $404.79 $21.6K - $33.6K
83 $31.7M
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.17K
New
$26.61 - $29.85 $31.1K - $34.9K
1.17K $31.6M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
350
New
$89.01 - $96.24 $31.2K - $33.7K
350 $31.4M
CBOE
Cboe Global Markets, Inc.

Financial Services
160
New
$191.61 - $217.84 $30.7K - $34.9K
160 $31.3M
EQIX
Equinix Inc

Real Estate
33
New
$865.69 - $985.0 $28.6K - $32.5K
33 $31.2M
SNEX
Stone X Group Inc.

Financial Services
318
New
$80.62 - $104.76 $25.6K - $33.3K
318 $31.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
235
New
$131.66 - $144.0 $30.9K - $33.8K
235 $31M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.32K
New
$23.29 - $23.93 $30.8K - $31.6K
1.32K $31M
TSCO
Tractor Supply CO

Consumer Cyclical
583
New
$52.59 - $303.74 $30.7K - $177K
583 $30.9M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
618
New
N/A
618 $30.6M
AIT
Applied Industrial Technologies Inc

Industrials
127
New
$220.05 - $280.49 $27.9K - $35.6K
127 $30.5M
MAS
Masco Corp

Industrials
414
New
$72.52 - $85.73 $30K - $35.5K
414 $30.1M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
277
New
$97.09 - $120.01 $26.9K - $33.2K
277 $29.9M
DOCU
Docusign, Inc.

Technology
329
New
$61.42 - $106.99 $20.2K - $35.2K
329 $29.6M
XLU
Utilities Sector Spdr

ETFs
388
New
$74.89 - $82.93 $29.1K - $32.2K
388 $29.4M
IT
Gartner Inc

Technology
60
New
$481.22 - $551.8 $28.9K - $33.1K
60 $29.1M
ES
Eversource Energy

Utilities
505
New
$55.9 - $67.73 $28.2K - $34.2K
505 $29M
IBN
Icici Bank LTD

Financial Services
970
New
$28.69 - $31.9 $27.8K - $30.9K
970 $29M
VGLT
Vanguard Long Term Treasury Et

ETFs
519
New
$55.1 - $61.74 $28.6K - $32K
519 $28.7M
VIRT
Virtu Financial, Inc.

Financial Services
794
New
$30.43 - $37.95 $24.2K - $30.1K
794 $28.3M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
828
New
$32.55 - $36.44 $27K - $30.2K
828 $28.1M
ILDR
First Tr Exchange Traded Fd Vi
1.08K
New
$24.07 - $27.12 $26.1K - $29.4K
1.08K $27.7M
GPC
Genuine Parts CO

Consumer Cyclical
237
New
$113.11 - $143.63 $26.8K - $34K
237 $27.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
477
New
$57.78 - $60.4 $27.6K - $28.8K
477 $27.7M
Activity Summary
Buys All Purchases 1045 New Holdings 833 Increased Positions 212 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 1 Puts 0
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